Collect onboarding documents with an email agent

Short summary

A tutorial on building an email agent that automates document collection for onboarding, KYC, loan applications, and similar workflows. The agent owns a dedicated address, sends checklists, watches inbound replies for attachments, and follows up only on missing items — functioning as a per-applicant state machine. Nylas Agent Accounts handle sending, receiving, threading, and attachment storage while your DB tracks state.

• •Document collection is a state machine, not a summarization problem
• •Agent sends checklists, receives attachments, and nudges only for gaps
• •State lives in your DB; Nylas handles the email transport layer

Generated with AI, which can make mistakes.